THE LESLEY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1944

Legal Domicile

Principal Officer

CATHERINE EVANS

Phone

6507264888

Tax Period

2025-01-01 to 2025-12-31

THE LESLEY FOUNDATION, founded in 1944, is a community nonprofit that reported $8.8M in total revenue in fiscal year 2025. The organization ran a surplus of $1.7M, a strong 20% operating margin.

Mission

THE CORPORATION WAS FORMED (A) TO PROVIDE QUALITY, AFFORDABLE HOUSING FOR LOW-INCOME SENIOR CITIZENS ON A NON-PROFIT BASIS;CONTINUED ON SCHEDULE O

Program Service Accomplishments

Program 1

Expenses: $4,739,420 Revenue: $1,031,158

LESLEY TOWERS, LLC - 198-UNIT PROJECT PROVIDING LOW-INCOME HOUSING FOR SENIORS

Program 2

Expenses: $588,553 Revenue: $704,059

PILGRIM PLAZA - 56-UNIT PROJECT PROVIDING LOW-INCOME HOUSING FOR SENIORS.

Program 3

Expenses: $42,612 Revenue: $153,804

THE FOUNDATION PROVIDES MANAGEMENT SERVICES FOR OCEAN VIEW PLAZA AND LESLEY GARDENS, AS WELL AS OTHER CONSULTING SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $5,408,488

Program Service Revenue $1,853,158

Investment Income $1,545,151

Other Revenue $35,863

TOTAL REVENUE $8,842,660

Expense Breakdown

Grants Paid $24,275

Salaries & Benefits $2,136,620

Fundraising Expenses $416

Program Expenses $5,370,585

Other Expenses $4,941,773

TOTAL EXPENSES $7,102,668

Year-over-Year Comparison

	2025	2024	Change
Revenue	$8,842,660	$8,843,621	0.0%
Expenses	$7,102,668	$6,906,343	+0.0%
Net Income	$1,739,992	$1,937,278	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$464,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE EVANS	Executive Dir.	38.00	Officer	$220,486	$31,317	$251,803
NANCY AMAYA	DEPUTY E.D.	34.00	Officer	$185,453	$27,668	$213,121
MARY CHEUNG	DIR OF MGMT & OPS	40.00		$131,671	$33,254	$164,925
JUAN GONZALEZ	H.R. MGR & MAINT.	40.00		$105,768	$15,506	$121,274
SUE WINKS	President	0.65	Officer Director	$0	$0	$0
TONY VILLANUEVA	Vice President	0.77	Officer Director	$0	$0	$0
MARTIN SIMENC	MEMBER	0.54	Director	$0	$0	$0
BERNADETTE MELLOTT	Secretary	0.51	Officer Director	$0	$0	$0
NAOMI PATRIDGE	MEMBER	0.65	Director	$0	$0	$0
MICHAEL KIM	MEMBER	0.58	Director	$0	$0	$0
SANDY COUNCIL	Treasurer	0.56	Officer Director	$0	$0	$0
MARGARET JENSEN	MEMBER	0.25	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$8,842,660	$7,102,668	$85,133,990	$1,739,992
2024	$8,843,621	$6,906,343	$84,404,524	$1,937,278
2023	$22,644,563	$8,754,829	$83,206,437	$13,889,734
2022	$9,764,648	$9,040,905	$70,427,297	$723,743
2021	$9,471,607	$8,810,870	$72,424,363	$660,737
2020	$9,314,464	$11,977,984	$71,614,314	$-2,663,520
2019	$8,230,478	$8,916,310	$54,790,547	$-685,832
2018	$8,325,566	$8,999,706	$55,681,527	$-674,140